PowerInvestmentTools

by Cornerstone Revolutions

Cornerstone's PowerInvestmentTools is a suite of software products and service solutions developed specifically for independent investment professionals. With our PowerAdvisor system you can efficiently manage your client's assets with a single toolset for portfolio management, performance measurement, reporting and billing. Our Tools allow you to flexibly manage the complexities of your practice for however you do business - both now and in the future.

  • Account Management
  • Alternative Asset Management
  • Benchmarking
  • Bonds
  • Commission / Incentive Management
  • CRM Integration
  • Custom User Interface
  • Customizable Functionality
  • Customizable Reporting
  • Data Import/Export
  • Equities
  • Fixed-Income Products
  • Mobile Access
  • Multi-Portfolio Management
  • Mutual Funds
  • Performance Metrics
  • Reporting

Available on the following platforms: Windows, Web Based
Support available: Regular Business Hours, Online/Self Service

About Cornerstone Revolutions

Year Founded: 2002
Location: Oregon - United States
Number of Customers: 300
Industries Served: Financial Services
Annual Revenue: $0-1 Million

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